Connect a tool

The ways to connect a tool, and what happens when you connect several.

Open the tool in the catalog, then click Connect. The tool’s page says, under Connection, how it connects.

Connection	What happens
Sign-in	You’re sent to the tool to sign in and authorize Balt.
API key	You paste a key the tool gives you. It’s stored encrypted and won’t be shown again.
Company access	The organization’s owner authorizes Balt once for the whole team. See Company access.
Built in	Nothing to do: the tool is already available.

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With a sign-in

1. Read the steps first

   Some tools need preparing, like switching on access in their settings. The window says so before you go on.

2. Name the account

   Nickname for this account tells this account apart from others, for example “Sales inbox”.

3. Choose who has access

   In Who should have access?, pick Private for you alone and the people you’ll invite, or Public for the whole organization. Only an administrator can pick Public. See Personal and organization accounts.

4. Authorize Balt

   Go on to the tool, sign in and authorize Balt. You then come back to the console.

For a calendar or a mailbox, the access choice doesn’t appear: these accounts are always private.

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With an API key

Paste the key into API key, choose who has access, then click Connect. The key isn’t checked at that point: a wrong key shows up the first time it’s used.

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Several accounts for one tool

Connection	How many accounts
Sign-in	As many as you like: Add another account, on the tool’s page
API key	One per organization. Disconnect the first to use another.
Company access	One per organization
Custom integration	Several, told apart by their nickname

When several accounts of one tool are open to you, Balt uses the most personal one: yours first, then a private account you were invited to, then an organization account.

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After connecting

Balt may explore the account to learn how the tool is organized at your company. What he finds goes into the account’s Notes tab. See Manage an account.